Probate Tax | All About Estates

Assessing Drake’s Estate Planning Needs

By Demetre Vasilounis • September 24, 2021 • 2 Comments

As a Toronto native, I couldn’t help but listen to rapper Drake’s highly-anticipated new album Certified Lover Boy, which he released just a few weeks ago. In fact, it has been enjoying record-breaking streaming numbers from music fans around the world, amassing a staggering 153 million global Spotify streams in…

Changing Beneficiary Designations

By Gillian Fournie • July 14, 2021 • 0 Comments

Changing a beneficiary designation is as simple as writing it down.

Joint accounts – continued

By Derek de Gannes • June 15, 2021 • 0 Comments

Several years ago, I wrote about probate planning involving the use of joint accounts. At the time, my father-in-law had just passed away and my mother-in-law, who survived him, was intent on paying the least amount of Estate Administration Tax (EAT). Jointly held property with a spouse or with one…

The Mysteries of Probate, Revealed

By Guest Blogger • March 10, 2021 • 0 Comments

Of all the questions I am asked about the administration of estates, the ones that come up the most frequently are: “what is probate?”; “how do I know if I need probate?”; and “what’s involved in applying for probate?” Herein – the answers.

Valuing Estate Assets – A Hierarchy of Evidence

By Gillian Fournie • February 10, 2021 • 0 Comments

Acting as an estate trustee can be a difficult job. It is often made more difficult when you have to work with a sibling. While the types of disputes co-estate trustees can have with one another are seemingly infinite, one common fight is over valuing an estate asset. Valuing estate…

Multiple Wills Across Civil and Common-Law Systems; Estate Planning That Provides An Advantage To Clients Who Hold Assets In Ontario And Quebec

By Tamar Silverbrook • August 28, 2020 • 0 Comments

If structuring an estate plan across different Canadian jurisdictions didn’t raise enough considerations for an estate planner, add a different legal system to the mix, namely, Quebec’s civil law. This post focuses on the estate-planning advantages available to clients who hold assets both in Ontario and Quebec, specifically the advantage…

A Presumptive Peril: The Law of Beneficiary Designations is Now in Flux

By Demetre Vasilounis • July 17, 2020 • 10 Comments

Calmusky v. Calmusky, 2020 ONSC 1506, is a 2020 decision of the Ontario Superior Court of Justice that is ruffling some feathers among banks, financial advisors and estate planning lawyers in Ontario. In this case, the court applied the principles surrounding the presumption of resulting trust, established by the Supreme Court…

What is it you guys do anyway?

By Corina Weigl • February 14, 2020 • 3 Comments

Today’s blog is being brought to you by guest blogger, Betty Laidlaw, a law clerk in the Private Client Services group of Fasken LLP. When someone asks me what I do for a living and I answer, “I’m a law clerk”, I often get blank stares. When I say “paralegal”,…

Transferring Wealth During Your Lifetime

By Steven Frye • November 5, 2019 • 0 Comments

I was reading recently that approximately $30-trillion in assets will be shifting from one generation to the next across North America in the next few decades, according to consulting firm Accenture. A couple of years ago, I wrote about gifting cash or assets during one’s lifetime as an alternative method…

Resulting Trusts and Summary Judgment Motions

By Gillian Fournie • October 9, 2019 • 0 Comments

With its sandy beaches, hiking trails, canoe routes, and wildlife, the Town of Wasaga Beach is a well-loved Ontario vacation destination. However, no town, however idyllic, is immune to lengthy property disputes, especially when the two people fighting are related to each other. Brother A and Brother B were at…

Category: Probate Tax

Assessing Drake’s Estate Planning Needs

Changing Beneficiary Designations

Joint accounts – continued

The Mysteries of Probate, Revealed

Valuing Estate Assets – A Hierarchy of Evidence

Multiple Wills Across Civil and Common-Law Systems; Estate Planning That Provides An Advantage To Clients Who Hold Assets In Ontario And Quebec

A Presumptive Peril: The Law of Beneficiary Designations is Now in Flux

What is it you guys do anyway?

Transferring Wealth During Your Lifetime

Resulting Trusts and Summary Judgment Motions

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